Phone: (949) 622-3740
Mr. Amor is responsible for developing and managing client relationships and bringing a broad array of investment services to meet the needs of high net worth families and small businesses.
As a founding shareholder and wealth advisor, Mr. Amor becomes intimately acquainted with the specific objectives and needs of his clients then delivers proven financial planning solutions to assist in meeting these goals. Formerly a member of the Investment Committee, Mr. Amor has a deep underdstanding of capital markets, asset classes and investments, which is invaluable when building and managing investment portfolios for clients.
Mr. Amor joined the firm in 1997 and brings over 30 years of professional experience in the investment field. He previously worked for the Ayco Company developing comprehensive financial plans for corporate executives of Fortune 500 companies. In addition to investment management for individuals, Mr. Amor’s previous experience also includes institutional investment management. He worked in the pension investment area of Pacific Life Insurance Company.
Mr. Amor served on the Business Advisory Board of The Child Abuse Prevention Center and is a former Board Member of The Council on Aging of Orange County. Mr. Amor is a Chartered Financial Analyst charter holder, earned his Bachelor’s of Arts in Economics from the University of California, Irvine, and earned a Master’s Degree in Business Administration from Chapman University.